North Carolina Tax Free Fund Quote

NTSMX Fund  USD 10.46  0.01  0.1%   

Performance

32 of 100

 
Weak
 
Strong
Very Strong

Odds Of Distress

Less than 11

 
High
 
Low
Low
North Carolina is trading at 10.46 as of the 21st of September 2024; that is 0.1 percent up since the beginning of the trading day. The fund's open price was 10.45. North Carolina has less than a 11 % chance of experiencing some financial distress in the next two years of operation and had a very strong performance during the last 90 days. Equity ratings for North Carolina Tax Free are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 23rd of June 2024 and ending today, the 21st of September 2024. Click here to learn more.
The funds assets will be invested so that at least 80 percent of the income will be exempt from Federal and North Carolina income taxes or it will have at least 80 percent of its net assets invested in securities exempt from Federal and North Carolina income taxes. More on North Carolina Tax Free

Moving together with North Mutual Fund

  0.92NTFIX North Carolina TaxPairCorr
  0.99KYSMX Kentucky Tax FreePairCorr
  0.94KYTFX Kentucky Tax FreePairCorr
  0.97DPIGX Intermediate GovernmentPairCorr
  0.88TNTIX Tennessee Tax FreePairCorr

North Mutual Fund Highlights

Fund ConcentrationDupree Funds, Large Funds, Muni Single State Short Funds, Muni Single State Short, Dupree (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date1st of November 2022
Fiscal Year EndJune
North Carolina Tax Free [NTSMX] is traded in USA and was established 21st of September 2024. North Carolina is listed under Dupree category by Fama And French industry classification. The fund is listed under Muni Single State Short category and is part of Dupree family. This fund now has accumulated 11.19 M in assets with minimum initial investment of 100. North Carolina Tax is currently producing year-to-date (YTD) return of 1.27% with the current yeild of 0.0%, while the total return for the last 3 years was -0.47%.
Check North Carolina Probability Of Bankruptcy

Instrument Allocation

North Carolina Tax Risk Profiles

North Carolina Against Markets

Other Information on Investing in North Mutual Fund

North Carolina financial ratios help investors to determine whether North Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in North with respect to the benefits of owning North Carolina security.
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